Kovitz Investment Group Partners, LLC EQTY Holdings History
Kovitz Investment Group Partners, LLC's Kovitz Core Equity ETF Holding Summary
As of 2025-03-31, Kovitz Investment Group Partners, LLC held 45.79 Mil shares of Kovitz Core Equity ETF(EQTY), totaling $1.06 Bil. This investment constitutes 5.33% of their stock portfolio, and Kovitz Investment Group Partners, LLC now holds 91.86% of the outstanding Kovitz Core Equity ETF(EQTY) stock.
The initial trade took place in 2022Q4. And since then Kovitz Investment Group Partners, LLC has made 7 purchases of EQTY, at an average price of $20.16, for a total of 90.58 Mil shares. In addition, there have been 3 sales at an average price of $23.88 for 44.79 Mil shares. Based on historical transaction data and EQTY's current price of $24.91, Kovitz Investment Group Partners, LLC's estimated gain on his EQTY holdings is $384.31 Mil, reflecting a 21.05% gain to date.
Kovitz Investment Group Partners, LLC EQTY ($24.91) Holding Chart
Kovitz Investment Group Partners, LLC EQTY ($24.91) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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